← All themes

Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1351
Edgar Lomax Company
Edgar Lomax Company
Virginia
$39.3M -$550K 1 2.67% Reduced
1352
Caprock Group
Caprock Group
Idaho
$39.2M +$236K 9 7.67% Increased
1353
Geneos Wealth Management
Geneos Wealth Management
Colorado
$39.1M +$469K 19 2.43% Increased
1354
Iconiq Capital
Iconiq Capital
California
$39.1M -$136K 4 2.43% Reduced
1355
BRA
Bender Robert & Associates
California
$39M -$251K 6 18.52% Reduced
1356
CGI
Calixto Global Investors
Florida
$39M -$16.8M 2 23.11% Reduced
1357
Compass Capital Management
Compass Capital Management
Minnesota
$39M -$1.42M 1 4.65% Reduced
1358
Pentwater Capital Management
Pentwater Capital Management
Florida
$39M +$39.7M 2 0.42% New
1359
Sabal Trust
Sabal Trust
Florida
$38.9M -$1.43M 4 3.43% Reduced
1360
KLCM Advisors
KLCM Advisors
Wisconsin
$38.9M -$7.72M 5 9.58% Reduced
1361
Pathstone Family Office
Pathstone Family Office
New Jersey
$38.9M +$1.88M 9 4.59% Increased
1362
CW
Cobiz Wealth
Colorado
$38.8M +$420K 5 7.68% Increased
1363
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$38.8M +$254K 8 6.68% Increased
1364
Stonebridge Capital Advisors
Stonebridge Capital Advisors
Minnesota
$38.7M -$1.48M 16 6.88% Reduced
1365
Bank Pictet & Cie (Asia)
Bank Pictet & Cie (Asia)
Singapore
$38.7M +$315K 6 17.72% Increased
1366
Level Four Advisory Services
Level Four Advisory Services
Texas
$38.7M -$31.7K 10 3.9% Reduced
1367
Alta Park Capital
Alta Park Capital
California
$38.6M +$11.5M 2 12.95% Increased
1368
Palisade Capital Management
Palisade Capital Management
New Jersey
$38.6M +$1.41M 7 1.19% Increased
1369
GJCM
Grand Jean Capital Management
California
$38.6M -$9.5M 3 15.63% Reduced
1370
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$38.5M +$5.12M 18 3.23% Increased
1371
Girard Partners
Girard Partners
Pennsylvania
$38.5M +$161K 6 6.79% Increased
1372
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$38.3M -$3.09M 4 1.95% Reduced
1373
TAM
Tyers Asset Management
Texas
$38.2M -$1.64M 9 1.28% Reduced
1374
Guinness Asset Management
Guinness Asset Management
United Kingdom
$38.2M +$8.7M 3 6.2% Increased
1375
Stewart & Patten Company
Stewart & Patten Company
California
$38.1M -$5.09M 5 6.85% Reduced